StockDriftsStockDriftsTop 50 Gutierrez Wealth Advisory, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 10.6% | 26.7K | $18.3M | -3.40%(-941) | $533.23(+33.35%) | 2026-06-30 | |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 8.97% | 315.0K | $15.5M | -5.14%(-17.08K) | $36.03(+42.40%) | 2026-06-30 | |
| CGGR | CAPITAL GROUP GROWTH ETF | 8.57% | 314.2K | $14.8M | -3.52%(-11.47K) | $36.10(+30.33%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 8.41% | 204.2K | $14.6M | -2.45%(-5.13K) | $50.71(+43.92%) | 2026-06-30 | |
| VXF | VANGUARD INDEX FDS | 6.06% | 42.6K | $10.5M | -1.60%(-693) | $185.73(+33.06%) | 2026-06-30 | |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | 5.66% | 283.1K | $9.8M | -4.17%(-12.32K) | $25.92(+34.92%) | 2026-06-30 | |
| VCRB | VANGUARD MALVERN FDS | 5.61% | 125.8K | $9.7M | +0.85%(+1.06K) | $77.52(-1.98%) | 2026-06-30 | |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | 5.45% | 222.8K | $9.4M | -6.12%(-14.53K) | $30.16(+34.71%) | 2026-06-30 | |
| VTEB | VANGUARD MUN BD FDS | 4.55% | 155.5K | $7.9M | +4.22%(+6.30K) | $50.02(-0.37%) | 2026-06-30 | |
| CGMU | CAPITAL GRP FIXED INCM ETF T | 4.31% | 271.6K | $7.5M | -13.24%(-41.45K) | $27.16(-0.04%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +24.46% |
| Top 20 Holdings Unweighted | — | — | — | — | +19.37% |
Gutierrez Wealth Advisory, LLC reports $173.05M in US-listed equity holdings across 70 positions in its most recent 13F filing. Its largest disclosed positions are VOO (10.6%), CGDV (9.0%) and CGGR (8.6%). The top 20 holdings account for 84.94% of reported assets. Its disclosed equity book has returned +24.46% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Gutierrez Wealth Advisory, LLC, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Gutierrez Wealth Advisory, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1965923). View Gutierrez Wealth Advisory, LLC’s 13F filings on SEC